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Opportunities per Month Report

Tuned Listener
Posts: 35
Country: United States

Opportunities per Month Report

Hi,

 

Does anyone know if you can design a report in ACT!11 to show the number of new opportunities per month, or is this beyond its capabilities?

 

Thanks!

Mike

Moderator
Posts: 4,395
Country: USA

Re: Opportunities per Month Report

Try the Opportunities by Record Manager report.
Tuned Listener
Posts: 35
Country: United States

Re: Opportunities per Month Report

Hi David,

 

Thanks for the suggestion! I took a look at it, and it's not quite what I need. What I'd like is something (in table or graph form) that would show:

 

New Opportunities 

Jan 12

Feb 34

Mar 23

Apr 99

 

etc.

 

Thanks!

Mike

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Opportunities per Month Report

To get the information you would need a custom report template and the counts would need to be accumulated by using VB script programming in the template. However, I don't see any reason why the report template could not be created.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129